Retail Banking Specialist (for Monet Bank)

Summary:Come join our thriving retail banking team and bring your passion for great customer service! Retail Banking Specialists are part of a small, vital, hands-on team who provide exceptional frontline service and support to our current and prospective customers. In this essential role for Monet Bank (operating under the Beal Bank Texas charter), you will ensure all bank policies, procedures and regulatory compliance are adhered to on a daily basis through effective communications, strong product knowledge and a friendly, responsive approach. Rather than focus on sales goals, the Bank is known for our competitive rates, secure growth and great service.This position is based at Monet Bank's Walnut Creek. CA location with working hours from 8am to 5pm Monday through Friday. Essential Job Duties & Responsibilities (Include but are not limited to):Process a variety of customer transactions accurately and efficiently in accordance with bank policies, procedures and regulations, including the opening, servicing and closing of all account products (CDs, Money Market, Statement Savings and Retirement Accounts)Required participation in Community Reinvestment Act (CRA) activities by volunteering during business hours with qualifying organizations, ensuring all mandatory monthly metrics for the branch are metConduct teller transactions such as cashing checks, processing deposits and withdrawals, issuing Monetary Instruments, placing stop payments, etc.Enhance the overall customer satisfaction and the professional reputation of the Bank by warmly greeting, engaging and developing good professional relationships with customersPerform opening, closing and other branch dutiesBalance cash drawer and assist with cash vault balancingOpen and process incoming mailComplete logs, reports and control checks while maintaining a neat and organized work areaAnswer incoming phone calls, address customer questions and concern and escalate any problems or disputes to appropriate internal resources for resolutionImage documents and performing quality control checksPractice branch security procedures and protect customer confidentiality and privacyQualifications (Education, Experience, Computer Skills, Certifications, Etc.):Prior experience as a teller or new account representative preferredMinimum 2-4 years customer service experienceHigh School diploma or equivalent requiredProfessional appearance and demeanorProficiency with 10 key touch, Microsoft Office and knowledge of or the ability to quickly learn banking software applicationsDemonstrated good attendance and punctualityStrong attention to detail with high concern for data accuracyCustomer service orientation with effective problem-solving and ability to maintain composure and a positive attitude when interacting with customers and team membersOutstanding listening and interpersonal communication skills, both written and verbalKnowledge of or ability to quickly learn banking products, services, policies, procedures and regulatory guidelinesCritical thinking and decision-making skillsExcellent organizational skills with proven ability to prioritize and manage multiple projects in a fast-paced environmentSelf-motivatedOvernight and out of town travel is possible on occasionBenefits options include: Medical, dental and vision coverage401K with company match11 paid holidays Accrue up to 17 vacation/sick days per year in your first year on a pro rata basisApplicant may be eligible for annual discretionary bonusNo relocation assistance provided.If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you. Monet Bank and their affiliates are Equal Opportunity Employers. Monet Bank and their affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws.All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Projection Act (EPPA), please see the following Department of Labor links: FMLA EEO EPPANotice to California Residents: Monet Bank and their affiliates may collect personal information about you as part of the job application or employment process. Please see the California Privacy Rights Act Policies at CPRA Policy, CPRA Policy | CLMG Corp, CPRA | CSG Investments CPRA Policy | for details.

Created: 2026-04-02